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Exclusively for family, friends, and associates of our valued clients

In this challenging economy, you probably know a family member, friend, or colleague who may be in a complex situation or just unhappy with the advice from their financial advisor — it’s not uncommon. It has been my experience that a large percentage of high net worth investors would value a second opinion.

In order to help the people you care about pursue their financial goals, we have created our complimentary Second Opinion Service. We’re pleased to offer your family, friends, and associates some of the same experience and guidance that you’ve come to expect as a valued client of Danielson Financial Group.

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing. As a client of Danielson Financial Group, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Investment Consulting

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis

Advanced Planning

  • Wealth enhancement, including cash flow, tax minimization, and liability management
  • Wealth transfer
  • Wealth protection
  • Charitable giving

Relationship Management

  • Regularly scheduled calls, reviews, and in-person meetings
  • We have access to a team of experience professionals, including legal, tax, insurance, and investment advisors

Our Consultative Process

We approach each new engagement with a time-tested, collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help work toward them. As a valued client, you’ll recognize each of the five steps below and we can offer a portion of our services, complimentary, to your family, friends, and associates.

Full Client Experience

  • Step 1 - Discovery meeting
  • Step 2 - Wealth management Plan Meeting
  • Step 3 - Mutual Commitment Meeting
  • Step 4 - Strategy Implementation Meeting
  • Step 5 - Regular Process Meetings

What To Expect From The Second Opinion Service

We will meet with your family, friends, or associates for a discovery meeting and then invite them back for a wealth management plan meeting. Hopefully, we can confirm they’re on track to meet their goals. If needed, we’ll suggest ways in which we can help, including recommending someone else if we’re not a good fit for their needs. Either way, they’ll receive both a Total Client Profile and personalized analysis of their current situation.

The Second Opinion Service

  • Step 1 - Discovery meeting
  • Step 2 - Wealth management Plan Meeting

Let us help you help those you care about.

Contact us today for a complimentary consultation.

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